Overview
We are seeking an Assistant to join a Corporate Access team supporting the coordination and execution of non-deal roadshows for institutional clients. The role focuses on delivering seamless logistical support for investor engagement events, ensuring a high standard of execution across in-person and virtual meetings.
The Corporate Access function connects corporate clients with institutional investors, facilitating engagement through carefully planned roadshows and meetings across global markets. This role is central to ensuring these interactions are delivered smoothly, efficiently, and with a high level of professionalism.
Key Responsibilities
Roadshow Logistics & Coordination
Manage end-to-end logistics for non-deal roadshows, ensuring seamless execution across all stages
Maintain accuracy and integrity of scheduling systems, ensuring all event information is current
Handle last-minute changes and schedule adjustments, ensuring all stakeholders are informed in real time
Update internal systems post-event with final attendance and meeting outcomes
Travel & Event Management (In-Person Roadshows)
Coordinate travel arrangements including flights, hotel bookings, and ground transportation
Organize visa requirements and ensure compliance with travel documentation needs
Arrange catering, meeting facilities, and AV requirements as needed
Print and prepare presentation materials and investor documentation
Prepare investor profiles and supporting materials for meetings
Virtual Roadshows
Ensure accuracy of calendar invites across both investor and corporate calendars
Coordinate virtual meeting logistics, including connection setup and troubleshooting support
Post-Event Administration
Process and reconcile expenses related to roadshow activity
Ensure accurate recordkeeping of meetings, attendees, and event data
Stakeholder & Team Coordination
Work closely with internal teams, corporate clients, and investors to ensure smooth execution of events
Collaborate effectively with assistant teams across multiple regions and time zones
Maintain clear and consistent communication with all stakeholders
Basic Qualifications
Previous experience in an administrative or coordination role within financial services or a corporate environment
Strong organizational and multitasking abilities with excellent attention to detail
Ability to prioritize competing tasks in a fast-paced, time-sensitive environment
Strong interpersonal and teamwork skills, with experience collaborating across global teams
Clear, confident, and professional communication skills (written and verbal)
Proactive approach with the ability to take initiative and follow through independently
Strong judgment, discretion, and professionalism in handling sensitive information
Calm under pressure with the ability to manage multiple concurrent deadlines
Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and virtual meeting tools such as Zoom
Preferred Attributes
Experience supporting events, roadshows, or investor relations functions is advantageous
Strong service orientation with a client-focused mindset
High level of diplomacy, integrity, and professionalism
Willingness to travel to London during peak periods (approximately 6 weeks per year) and occasionally throughout the year
Additional Information
This role is part of a high-performing Corporate Access team responsible for delivering best-in-class investor engagement experiences. The position requires strong coordination skills, attention to detail, and the ability to operate effectively in a high-pressure, client-facing environment.